Kourtney Stuthard

1. Insightly Marketing
2. Emails

There are two ways users can send test emails through Insightly: by sending the Email to users who are on a email test List or by sending while you’re building an Email in the Email Designer. To se...

• Edited April 22, 2020 18:14
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Connecting CRM

The CRM Connector is used to connect Insightly CRM with Insightly Marketing so that any records that share data are updated in sync with one another. Here's a breakdown of what each setting does: ...

• Edited April 22, 2020 17:54
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Journeys

If you have built a Journey with several branches, knowing how Prospects interacted with each step is crucial. Users can review the statistics of each step in a running Journey with the Journey Rep...

• Edited April 22, 2020 17:43
• 1 follower
• 0 comments
• 0 votes

1. What's New?
2. Updates and New Features

Product Updates Marketing and CRM - Prospect Timeline tab: Prospect Timeline tab has been added to Contact and Lead records. Marketing API - Prospect Object: Prospects have been added to Insightly...

• Edited April 17, 2020 22:40
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Reporting for Marketing

The Visitor Integration Activity Report is a report that gives users insights into the third party integrations your website's visitors are interacting with. You will need to setup website tracking...

• Edited April 16, 2020 19:43
• 1 follower
• 0 comments
• 0 votes

1. What's New?
2. Updates and New Features

New Features Integrations - Zoom: Zoom’s Insightly Marketing application allows you to track Zoom activity with your Prospects. Learn more. CRM Connector - Add New Prospect field: Added the abilit...

• Edited April 13, 2020 16:46
• 1 follower
• 0 comments
• 0 votes

1. What's New?
2. Updates and New Features

New Features Marketing - Hosted Files: With Hosted Files, you can upload your files to Insightly Marketing and use a generated custom URL to track who's downloading your content and automatically ...

• Edited April 11, 2020 00:55
• 1 follower
• 0 comments
• -1 votes

1. Insightly Marketing
2. Forms

You can delete any Form Handler or Finish Action that has been created. To delete a Form Handler: Open the Form Handler record and click the Actions dropdown. Select Delete This Form Handler. A wa...

• Edited April 08, 2020 21:43
• 1 follower
• 0 comments
• 0 votes

1. What's New?
2. Updates and New Features

New Features Form Handlers - Form data automatically added to Insightly: Form Handlers collect data from your website's forms, then automatically create or update records within Insightly Marketin...

• Edited March 25, 2020 00:04
• 1 follower
• 0 comments
• 0 votes

1. Insightly Marketing
2. Files

With Hosted Files, you can upload your files to Insightly and use a generated custom URL to track who's downloading your content and automatically deploy actions you specify. To create a Hosted Fil...

• Edited March 13, 2020 00:11
• 1 follower
• 0 comments
• 0 votes